Personal Banker Jobs in Leesport, PA
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Private Client Banker - Temple 5th Street Highway Branch - (New Build) - Temple, PA
- Temple, PA (5 miles from Leesport, PA)
- 1 day ago
- Temple, PA (5 miles from Leesport, PA)
- 1 day ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Tamaqua, PA (24 miles from Leesport, PA)
- 2 days ago
- Tamaqua, PA (24 miles from Leesport, PA)
- 2 days ago
EDUCATION, TRAINING AND EXPERIENCE: Education - high school diploma or equivalent One to three years personal banker experience Proven track record in selling bank products Working knowledge in wealth...
Personal Banker Fairgrounds Branch Reading PA
- Reading, PA (4 miles from Leesport, PA)
- 7 days ago
- Reading, PA (4 miles from Leesport, PA)
- 7 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Licensed Private Client Banker
- Pottstown, PA (22 miles from Leesport, PA)
- 9 days ago
- Pottstown, PA (22 miles from Leesport, PA)
- 9 days ago
Reference #: R-30499Location:2 Glocker Way - Pottstown, Pennsylvania 19465**Job Summary**Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities....
- Pottstown, PA (22 miles from Leesport, PA)
- 9 days ago
- Pottstown, PA (22 miles from Leesport, PA)
- 9 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- West Lawn, PA (6 miles from Leesport, PA)
- 45+ days ago
- West Lawn, PA (6 miles from Leesport, PA)
- 45+ days ago
We're hiring a Personal Banker to join our West Lawn Team....
Licensed Private Client Banker - North Coventry Branch
- Pottstown, PA (22 miles from Leesport, PA)
- 60+ days ago
- Pottstown, PA (22 miles from Leesport, PA)
- 60+ days ago
Location: 2 Glocker Way - Pottstown, Pennsylvania 19465 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Financial Advisor - Kutztown, PA
- Kutztown, PA (13 miles from Leesport, PA)
- 90+ days ago
- Kutztown, PA (13 miles from Leesport, PA)
- 90+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
Demographic Data for Leesport, PA
Moving to Leesport, PA? Find some basic demographic data about Leesport, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Leesport, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Leesport, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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